Testamento and Finance Innovation join forces to host an exclusive roundtable on June 12, 2025, focusing on a topic long considered technical or secondary, but whose strategic impact is now widely recognized: the beneficiary clause.
This event will bring together key players in the insurance and protection sectors to share their experiences and insights on how to manage this component in a more streamlined, compliant, and commercially effective way.
Rethinking the beneficiary clause: a strategic imperative
Too often, the beneficiary clause is seen as a mere contractual formality. However, when managed properly, it can profoundly transform the client relationship, strengthen regulatory compliance, and lead to measurable gains in efficiency and satisfaction.
Recognizing this, Testamento has worked for several years with insurer partners to digitize and secure this often-overlooked yet crucial element.
A concrete-focused roundtable
Held at the Palais Brongniart (Paris 2nd arrondissement) and also accessible online, this session will go beyond theory, highlighting real-world use cases and tangible initiatives.
Anaïs Bréger, Partner at Deloitte, will moderate the discussion and give the floor to:
Franck Claisse, Strategic Distribution Projects Activation, Allianz France
Virgile Delporte, Co-founder and President, Testamento
Yann Quéré, CEO, Lourmel
Eric Marrel, Product Marketing Director, Cegedim Assurances
Real-world feedback on rethinking the beneficiary clause
Each speaker will offer hands-on insights into the challenges and opportunities of modernizing beneficiary clause management. All have implemented concrete solutions that transformed this administrative necessity into a genuine lever for compliance and performance.
Allianz France will share the deployment of a dedicated digital solution for its employee and agent networks—a foundational project that enhanced traceability, empowered advisors, and significantly improved the client experience.
Lourmel, Cegedim Assurances, and Testamento will also discuss their on-the-ground initiatives, all driven by a common goal: turning the beneficiary clause into a strategic touchpoint that creates value for both clients and internal teams.
Discussion topics will include :
The impact of an optimized clause on customer retention and satisfaction
Measurable improvements in compliance and operational efficiency
ROI driven by proactive, secure, and personalized management
An event for industry change-makers
This roundtable is aimed at insurance, protection, and wealth management professionals who are eager to learn, exchange, and get inspired by the latest business transformation practices.
- Free registration
- Thursday, June 12, 2025 – from 8:30 to 11:00 AM (in person) and 9:00 to 10:00 AM (online)
- Palais Brongniart, Paris 2nd arrondissement or live online
